Insights
A deeper dive into what drives middle market success in Family and Private Equity owned companies.Our team of experienced, multi-industry veterans at FortéOne have assisted hundreds of middle market businesses, just like yours. We hope you find their insights interesting and valuable for your company.
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7 lessons learned from the COVID-19 pandemic in the food manufacturing industry
In recent years, there has been a focus in the food industry on lean practices, eliminating operational waste and redundancies, …
6 Steps to Professionalize Your Sales Organization
As a sales organization grows, there often comes a breaking point where individual team members can no longer move the …
Seven Signs Your Company Performance Is a Real Problem
Every business experiences dips in profits and stalled growth throughout its lifecycle. Though nerve-racking, these natural ebbs and flows in …
Six Signs Your Portfolio Company Needs Leadership Assistance
In a perfect world, private equity investors are able to sit back after purchasing a promising portfolio company and wait …
Are you still trying to beat the competition? Snap out of it!
19% of the Fortune 100 Fastest Growing Companies scaled through category creation – and they captured 51% of the cumulative …
The End of Globalization: Information and the Middle Market
The second piece in our “End of Globalization” series highlights the need for quality Information for Middle Market business leaders. …
How to become a Market Disruptor with the FortéOne Accelerator
Historically, it was thought that competitive advantage came from having superior products, faster delivery times or cheaper pricing. For decades, that business strategy proved to be effective, but today businesses can no longer survive using these tactics. …
The End of Globalization: What the Invasion of Ukraine Signals to Your Middle Market Business and How to Prepare
The first piece in our “End of Globalization” series highlights specifically the impact the Ukraine-Russian conflict will have on Middle Market business leaders. …
5 Instances Where Creating a New Business Strategy is Worth the Investment
For some middle market business owners, the thought of creating a new business strategy makes them want to pull their …
$85MM Protein Manufacturer
Working with the Family Board to return company to profitable status in order to sell at the highest value. …
Why Strategy is Essential to Privately Held Company Success
In our work, we have met owners and management teams at hundreds of privately held middle market companies. Most all …
Can a Virtual Middle Market Business Transformation Program be Successful?
Given the reduction or even elimination of brick and mortar presence for middle market businesses during the pandemic, an experienced partner in virtual transformation is the asset you may not have known you need. …
A Guide to Effective Sales Leadership
What does it take to increase a company’s top line? There are a number of steps you can take, but …
Voice of the Customer
Studies show that acquiring a new customer can be anywhere from five to 25 times more expensive than retaining and …
Private Equity-Owned Tool Distributor
Improved performance through enhanced operations, process, and leadership. …
Privately Held National Technology Distribution Company
Revised Strategy with new Client Targeting, Pricing, and Sales Approach. Revenues up by 2.5X in 4 years, and Profits improved over 300%. …
$30MM Business Services Provider
Keeping up with the demands of a large customer was taxing production capability and created concern about losing the customer if delivery expectations were not met. …
Private Manufacturing Firm with Seasonal Demand
Revised Strategy with new Financial Controls, Internal Processes, Pricing Approach, and Sales Targets. Margins up over 20% in first 6 months. …
$280MM Industrial Building Manufacturing & Construction
Understanding how to manage the complex relationship and decision-making structures inherent in multiply family ownership businesses. …
Privately Held Consumer Product Company
Taking immediate control to stabilize a chaotic organization and turn around issues with cash flow, profit projections, and supply chain in China. …
$260MM Snack Food Manufacturer
Working alongside business owners and Investment Bankers to implement change and demonstrate improvements that add value. …
$200MM Food Manufacturer and Co-Packer
Effective solutions and rapid implementation to turn around declining performance and train management on how to sustain long-term improvements. …
$85MM Protein Manufacturer
Working with the Family Board to return company to profitable status in order to sell at the highest value. …
$35MM Sugar-free Bakery that Ships Frozen Products Nationally
Partnering with ownership and management to rapidly improve sales and operating results to maximize company value. …
$30MM Frozen Baked Goods Manufacturer
Focusing on opportunities for material improvements in profitability and enterprise value. …
